Aprio Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aprio Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$271K	Hold
2025 Q2	$262K	Hold
2025 Q1	$250K	Hold
2024 Q4	$248K	Buy
2024 Q3	$256K	Hold
2024 Q2	$244K	Sell
2024 Q1	$252K	Buy